AUMdb

Capitalx, Llc

State-registered Investment Adviser CRD 310537 · SEC file 802-130102 · · capitalx.company
☆ Save with Pro ADV data as of Mar 25, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

Private funds (4)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.2M combined gross assets

FundTypeDomicileGross assetsOwners
Scale.Ai Secondary, Lp Private Equity Fund Delaware $665K 44
Drp 146, A Series Of Sax Capital Series Fund Iii, Lp Private Equity Fund Delaware $538K 98
Capitalx Cart Fund I, A Series Of Sax Capital Series Fund Iii, Lp Private Equity Fund Delaware $518K 7
Ppl 137, A Series Of Sax Capital Series Fund Iii, Lp Private Equity Fund Delaware $453K 85

Private funds (4, $2.2M gross assets)

FundTypeGross assetsMin. investmentOwners
Scale.Ai Secondary, Lp Private Equity Fund $665K $10.0K 44
Drp 146, A Series Of Sax Capital Series Fund Iii, Lp Private Equity Fund $538K $5.0K 98
Capitalx Cart Fund I, A Series Of Sax Capital Series Fund Iii, Lp Private Equity Fund $518K $2.0K 7
Ppl 137, A Series Of Sax Capital Series Fund Iii, Lp Private Equity Fund $453K $1.0K 85

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/25/2026 1.58 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.

View current Form ADV (SEC/IAPD) ↗